Winslow Capital Management

Latest statistics and disclosures from Winslow Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MSFT, AMZN, AAPL, FB, V, and represent 33.17% of Winslow Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: EL (+$248M), IQV (+$237M), TRU (+$195M), ASML (+$189M), COST (+$179M), HD (+$175M), BSX (+$144M), LLY (+$122M), MSCI (+$118M), TEAM (+$87M).
  • Started 9 new stock positions in NOW, IQV, BFAM, TRU, ASML, ADSK, BSX, EL, COST.
  • Reduced shares in these 10 stocks: AMGN (-$302M), ADP (-$215M), BABA (-$191M), UNP (-$175M), LK (-$141M), , SHW (-$138M), FISV (-$122M), VEEV (-$94M), CSGP (-$75M).
  • Sold out of its positions in AMGN, ADP, ISRG, IVW, LK, LULU, SHW, UBER, UNP, VUG.
  • Winslow Capital Management was a net seller of stock by $-299M.
  • Winslow Capital Management has $21B in assets under management (AUM), growing by 25.77%.

Portfolio Holdings for Winslow Capital Management

Companies in the Winslow Capital Management portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 9.2 $1.9B 9.3M 203.51
Amazon (AMZN) 8.7 $1.8B 649k 2758.82
Apple (AAPL) 6.3 $1.3B 3.6M 364.80
Facebook Inc cl a (FB) 4.6 $942M -2% 4.1M 227.07
Visa (V) 4.3 $889M -2% 4.6M 193.17
salesforce (CRM) 4.0 $817M -2% 4.4M 187.33
Adobe Systems Incorporated (ADBE) 3.8 $788M -2% 1.8M 435.31
Paypal Holdings (PYPL) 3.2 $658M 3.8M 174.23
MasterCard Incorporated (MA) 3.0 $624M -2% 2.1M 295.70
UnitedHealth (UNH) 3.0 $620M -2% 2.1M 294.95
Alphabet Inc Class C cs (GOOG) 2.8 $574M 406k 1413.61
Alphabet Inc Class A cs (GOOGL) 2.8 $569M 401k 1418.05
Intuit (INTU) 2.6 $527M 1.8M 296.19
NVIDIA Corporation (NVDA) 2.3 $474M -8% 1.2M 379.91
Nike (NKE) 2.2 $455M -2% 4.6M 98.05
Eli Lilly & Co. (LLY) 2.0 $401M +43% 2.4M 164.18
Home Depot (HD) 1.8 $379M +86% 1.5M 250.51
Moody's Corporation (MCO) 1.8 $370M -2% 1.3M 274.73
Zoetis Inc Cl A (ZTS) 1.6 $331M -2% 2.4M 137.04
American Tower Corp Reit (AMT) 1.6 $329M +3% 1.3M 258.54
Ferrari Nv Ord (RACE) 1.6 $320M -2% 1.9M 171.01
AstraZeneca (AZN) 1.6 $319M -4% 6.0M 52.89
Equinix Reit (EQIX) 1.4 $280M -13% 398k 702.29
BioMarin Pharmaceutical (BMRN) 1.3 $277M +4% 2.2M 123.34
Thermo Fisher Scientific (TMO) 1.2 $254M -15% 702k 362.34
Estee Lauder Companies (EL) 1.2 $248M NEW 1.3M 188.68
Chipotle Mexican Grill (CMG) 1.2 $247M +8% 235k 1052.37
Ball Corporation (BLL) 1.2 $245M +15% 3.5M 69.49
Msci (MSCI) 1.2 $245M +93% 734k 333.82
Linde (LIN) 1.2 $245M -2% 1.2M 212.11
Iqvia Holdings (IQV) 1.2 $237M NEW 1.7M 141.88
Veeva Sys Inc cl a (VEEV) 1.1 $233M -28% 994k 234.42
Wix (WIX) 1.1 $232M +22% 906k 256.22
Netflix (NFLX) 1.1 $227M -8% 499k 455.04
Abbott Laboratories (ABT) 1.1 $225M -18% 2.5M 91.43
Fiserv (FISV) 1.1 $221M -35% 2.3M 97.62
Workday Inc cl a (WDAY) 1.0 $209M -6% 1.1M 187.36
Godaddy Inc cl a (GDDY) 1.0 $205M -24% 2.8M 73.33
Alibaba Group Holding (BABA) 1.0 $199M -48% 921k 215.70
Atlassian Corp Plc cl a (TEAM) 1.0 $197M +78% 1.1M 180.27
Transunion (TRU) 0.9 $195M NEW 2.2M 87.04
Asml Holding (ASML) 0.9 $189M NEW 514k 368.03
CoStar (CSGP) 0.9 $185M -28% 261k 710.68
Costco Wholesale Corporation (COST) 0.9 $179M NEW 589k 303.21
Boston Scientific Corporation (BSX) 0.7 $144M NEW 4.1M 35.11
Agilent Technologies Inc C ommon (A) 0.1 $13M -2% 147k 88.37
Servicenow (NOW) 0.0 $10M NEW 25k 405.07
Autodesk (ADSK) 0.0 $9.3M NEW 39k 239.20
Ishares Tr Rssll 1000 Grwt Etf-equity (IWF) 0.0 $7.2M -41% 38k 191.96
Bright Horizons Fam Sol In D (BFAM) 0.0 $6.9M NEW 59k 117.19
Tower Semiconductor (TSEM) 0.0 $1.9M +37% 99k 19.10
Atlas Corp (ATCO) 0.0 $1.3M +2% 166k 7.60

Past Filings by Winslow Capital Management

SEC 13F filings are viewable for Winslow Capital Management going back to 2011

View all past filings